Construct Portfolio

Portfolio Analyzer allows you to construct a multi asset portfolio with alternative, equity, fixed income, multi assets and cash assets.

To construct a portfolio, you make a POST request to the the /portfolio/multiAsset/forAdvisor. Portfolio name has to be unique for the advisor. To create a portfolio, a name and ownerId must be provided. The portfolio data should be passed in the body. Upon successful creation, the portfolio would be sent in the response.

To have access to this the feature, PORTFOLIO_ANALYZER needs to be enabled.

To be able to create a portfolio for an advisor portfolio:write must be included in the scopes.

To get a list of advisors, make a get request to the Find Advisors API . user:read must be included in the scopes.

For a more detailed breakdown on how to construct a portfolio visit Construct an multi asset portfolio using the API